Coordinator, Client Service

OVERVIEW:

The Client Service team is the backbone of Guidepoint’s success. The team is responsible for efficiently delivering Guidepoint’s services to our clients around the world. We work to understand each client’s unique business questions and help them gain critical insights to stay informed and make better business decisions.

WHAT YOU’LL DO:

  • Responsible for scheduling bulk telephone consultations for client service teams
  • Coordinate with Advisors and clients to confirm telephone consultations
  • Leave messages and follow up with Advisors to expedite scheduling projects
  • Maintain an updated status of client telephone consultations
  • Qualify Advisors via questionnaire to confirm if they are appropriate for consultations
  • Follow multiple work streams to help Project Managers organize client requests and track progress on projects
  • Assist with ad-hoc requests

WHAT YOU HAVE:

  • 1-3 years of previous work experience dealing in a high call volume environment (please note this is an Entry Level position)
  • Attention to detail and excellent follow-up skills required
  • 4 year college degree or equivalent
  • Strong aptitude for developing systems of organization
  • Excellent time management skills and able to multi-task
  • Ability to work as part of a team and independently
  • Excellent sense of urgency and responsiveness

WHAT WE HAVE:

  • Competitive compensation
  • Free snacks and beverages
  • Excellent medical, dental, and vision coverage for you and your dependents
  • 401(k) match, life insurance, commuter benefits, corporate gym rates, paid time-off and parental leave plans
  • Friday happy hour and “Summer Fridays”
  • Year-round corporate athletic league
  • Casual work environment

ABOUT GUIDEPOINT:

Guidepoint, a leading expert network firm, connects clients with vetted subject matter experts—Advisors—from their global professional network. Guidepoint clients leverage the insights and perspectives shared by Advisors to stay informed and make better business decisions. Its slate of services, including phone consultations, surveys, events and proprietary data insights products, help professionals gain comprehensive understanding of a topic before making strategic or investment decisions. Guidepoint’s multinational client list includes 9 of the top 10 consulting firms and some of the largest hedge funds, private equity firms and Fortune-ranked public companies.

 

 


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